Q4 25 EPS
$1.55
MISS 14.36%
Est. $1.81
Q4 25 Revenue
$6.01B
MISS 0.65%
Est. $6.05B
vs S&P Since Q4 25
-22.6%
TRAILING MARKET
GPC -17.6% vs S&P +5.0%
Full Year 2025 Results
FY 25 EPS
$7.37
MISS 3.49%
Est. $7.64
FY 25 Revenue
$24.30B
MISS 0.16%
Est. $24.34B
Market Reaction
Did GPC Beat Earnings? Q4 2025 Results
Genuine Parts Company delivered a bruising Q4 2025 miss, as a cascade of one-time charges obscured modest top-line growth and left investors focused on the bigger story unfolding beneath the headline numbers. Adjusted EPS came in at $1.55, falling we… Read more Genuine Parts Company delivered a bruising Q4 2025 miss, as a cascade of one-time charges obscured modest top-line growth and left investors focused on the bigger story unfolding beneath the headline numbers. Adjusted EPS came in at $1.55, falling well short of the $1.81 consensus estimate by 14.36%, while revenue of $6.01 billion edged past a 4.2% year-over-year gain but still missed the $6.05 billion consensus by 0.65%. The primary culprit was a $741.97 million non-cash pension settlement charge tied to the termination of GPC's U.S. Defined benefit plan, which pushed the company to a GAAP net loss of $609.50 million for the quarter. The real headline, however, was GPC's announcement of a planned tax-free separation into two independent public companies, Global Automotive and Global Industrial, targeted for Q1 2027, a move that has already drawn a Strong Buy upgrade from at least one major analyst who sees the shares as meaningfully undervalued. Looking ahead, management guided 2026 adjusted EPS of $7.50 to $8.00 on total sales growth of 3% to 5.5%, while also extending its remarkable streak of consecutive dividend increases to 70 years.
Key Takeaways
- • 1.7% comparable sales growth overall, driven by North America Automotive (1.7%) and Industrial (3.4%)
- • 1.5% benefit from acquisitions across all segments
- • Favorable foreign currency impact of 5.1% in International Automotive
- • Adjusted gross profit margin expanded 70 basis points to 37.6%
- • Industrial segment EBITDA margin expanded 50 basis points to 13.4%
GPC YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
GPC Revenue by Segment
With YoY comparisons, source: SEC Filings
“We continued to advance our GPC strategies in 2025 while navigating a dynamic environment, thanks to the commitment of our teammates. We stayed focused on what we can control, executing defined initiatives to deliver growth and improve productivity. As GPC has evolved with its markets for nearly a century, today's announcement to separate our automotive and industrial businesses is another exciting step forward in our history that is expected to unlock value for our stakeholders and better position our businesses for an even stronger future.”
— Will Stengel, Q4 2025 Earnings Press Release
GPC Earnings Trends
GPC vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
GPC EPS Trend
Earnings per share: estimate vs actual
GPC Revenue Trend
Quarterly revenue: estimate vs actual
GPC Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $1.77 | — | $6.26B | — |
| Q4 25 MISS FY | $1.81 | $1.55 | -14.36% | $6.01B | -0.65% |
| FY Full Year | $7.64 | $7.37 | -3.49% | $24.30B | -0.16% |
| Q3 25 MISS | $1.99 | $1.98 | -0.56% | $6.26B | +2.21% |
| Q2 25 BEAT | $2.06 | $2.10 | +2.16% | $6.16B | +1.00% |
| Q1 25 BEAT | $1.68 | $1.75 | +4.17% | $5.87B | +0.65% |